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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Workflow
1.1
JD Edwards EnterpriseOne Workflow Overview
1.2
JD Edwards EnterpriseOne Workflow Implementation
2
Understanding Workflow
2.1
Why Workflow is Important
2.2
Workflow Management: Streamlining Business
2.3
The Benefits of Workflow
2.4
Workflow Enhancement Scenario
2.4.1
Conventional Workflow
2.4.2
Enhanced Workflow with JD Edwards EnterpriseOne Workflow
3
Understanding JD Edwards EnterpriseOne Workflow
3.1
JD Edwards EnterpriseOne Workflow
3.2
Key Concepts
3.3
JD Edwards EnterpriseOne Workflow Features
3.4
JD Edwards EnterpriseOne Workflow Monitoring
3.5
Components of a JD Edwards EnterpriseOne Workflow Process
3.5.1
Components
3.5.2
JD Edwards EnterpriseOne Workflow Tasks
3.6
Example: A JD Edwards EnterpriseOne Workflow Process
3.7
Planning for JD Edwards EnterpriseOne Workflow
4
Setting Up JD Edwards EnterpriseOne Electronic Mail Components
4.1
Understanding How to Set Up JD Edwards EnterpriseOne Electronic Mail Components
4.2
Setting Up JD Edwards EnterpriseOne Electronic Mail Components
4.2.1
Setting Up Work Center Queues
4.2.2
Setting Up External Mail Access
4.2.2.1
Setting up a User in Address Book and Defining the Mail Preference
4.2.2.2
Updating the JDE.ini file on the Workstation and the Enterprise Server
4.2.2.3
Verifying the Setup of the SMTP server
4.2.2.4
Defining Shortcut Links
5
Creating a JD Edwards EnterpriseOne Workflow Process
5.1
Understanding How to Create a JD Edwards EnterpriseOne Workflow Process
5.1.1
Prerequisite
5.2
Creating Key and Additional Data Structures
5.2.1
Understanding Key and Additional Data Structures
5.2.1.1
Naming Conventions for Key and Additional Data Structures
5.2.2
Creating a Data Structure for Key Data or Additional Data
5.3
Creating a JD Edwards EnterpriseOne Workflow Process
5.3.1
Naming Conventions for JD Edwards EnterpriseOne Workflow Processes
5.3.2
Creating a JD Edwards EnterpriseOne Workflow Process in OMW
5.4
Designing a JD Edwards EnterpriseOne Workflow Process in JD Edwards EnterpriseOne Workflow Modeler
5.4.1
Understanding How to Design a JD Edwards EnterpriseOne Workflow Process in JD Edwards EnterpriseOne Workflow Modeler
5.4.2
Understanding How to Use the JD Edwards EnterpriseOne Workflow Modeler Toolbar
5.4.3
Opening a New JD Edwards EnterpriseOne Workflow Process in JD Edwards EnterpriseOne Workflow Modeler
5.5
Adding Tasks to a JD Edwards EnterpriseOne Workflow Process
5.5.1
Understanding How to Add Tasks
5.5.2
Understanding the "And Join" Property
5.5.3
Prerequisite
5.5.4
Adding a Task
5.6
Working with Transitions and Transition Conditions
5.6.1
Understanding Transitions and Transition Conditions
5.6.2
Adding a Transition
5.6.3
Creating a Transition Condition
5.6.4
Attaching a Transition Condition to a Transition
5.7
Working with Batch Application Tasks
5.7.1
Understanding Batch Application Tasks
5.7.2
Configuring a Batch Application Task
5.8
Using Business Function Tasks
5.8.1
Understanding Business Function Tasks
5.8.2
Prerequisite
5.8.3
Configuring a Business Function Task
5.9
Using Local Subprocess Tasks
5.9.1
Understanding Local Subprocess Tasks
5.9.2
Configuring a Local Subprocess Task
5.10
Using Halt Tasks
5.10.1
Understanding Halt Tasks
5.10.2
Configuring a Halt Task
5.10.3
Setting Up JD Edwards EnterpriseOne Workflow Scheduler
5.11
Using Information and Action Tasks
5.11.1
Understanding Information and Action Tasks
5.11.1.1
Setting Up Message Templates
5.11.2
Understanding the Contents of an Information or Action Task
5.11.3
Prerequisites
5.11.4
Using JD Edwards EnterpriseOne Workflow Recipients
5.11.5
Understanding Methods for Routing Messages
5.11.6
Configuring an Information or Action Task
5.11.7
Understanding Escalation Rules
5.11.8
Adding Escalation Rules to an Action Task
5.11.9
Deleting Escalation Rules from an Information or Action Task
5.12
Understanding Distribution Lists
5.12.1
Distribution Lists Overview
5.12.2
Structure Types
5.12.3
Distribution Lists for Group Processing
5.12.3.1
Example: A Distribution List Used for Group Processing
5.12.4
Additional Routing Features for Distribution Lists
5.12.4.1
Threshold Values
5.12.4.2
Routing Options
5.12.4.3
Escalation Hours and Minutes
5.12.4.4
Example: Using Additional Routing Features with Group Processing
5.12.4.5
Scenario 1
5.12.4.6
Scenario 2
5.12.5
Distribution Lists for Hierarchical Processing
5.12.5.1
Example: A Distribution List Used for Hierarchical Processing
5.13
Setting Up Distribution Lists
5.13.1
Distribution List Guidelines
5.13.2
Prerequisites
5.13.3
Creating a Distribution List for Group Processing
5.13.4
Creating a Distribution List for Hierarchical Processing
5.13.5
Viewing the Distribution Lists of which a Child is a Member
5.14
Modifying Existing JD Edwards EnterpriseOne Workflow Processes
5.14.1
Working with Existing JD Edwards EnterpriseOne Workflow Processes
5.14.2
Modifying the Properties of a JD Edwards EnterpriseOne Workflow Process
5.14.3
Changing the Properties of a Task
5.14.4
Changing the Properties of a Transition Condition
5.14.5
Deleting Tasks and Transitions
5.14.6
Detaching Transition Conditions
5.14.7
Deleting Transition Conditions
5.14.8
Replacing a Task
6
Working with JD Edwards EnterpriseOne Workflow Process Versions
6.1
Understanding JD Edwards EnterpriseOne Workflow Process Versions
6.2
Validating a JD Edwards EnterpriseOne Workflow Process Version
6.3
Attaching a JD Edwards EnterpriseOne Workflow Process Version to an Application
6.3.1
Understanding How to Activate a JD Edwards EnterpriseOne Workflow Process Version
6.3.1.1
Activating or Deactivating a JD Edwards EnterpriseOne Workflow Process Version
6.3.2
Understanding How to Attach a JD Edwards EnterpriseOne Workflow Process to an Application
6.3.3
Prerequisite
6.3.4
Attaching the Start Process System Function to an Application
6.3.5
Attaching the Pending Approval Form to an Application
7
Understanding Synchronous and Asynchronous Processing
7.1
Synchronous and Asynchronous Processing
7.2
System Functions for Synchronous and Asynchronous Processing
7.3
Transaction Processing
8
Understanding Message and JD Edwards EnterpriseOne Workflow System Functions
8.1
Message System Functions
8.2
JD Edwards EnterpriseOne Workflow System Functions
9
Configuring Shortcuts
9.1
Understanding How to Configure Shortcuts
9.1.1
Shortcuts on the Enterprise Server
9.1.2
Shortcuts on the Microsoft Windows Client
9.1.3
Configuring a Shortcut
10
Understanding Distribution List Scenarios
10.1
Distribution List Scenarios
10.1.1
Prerequisite
10.2
Group Processing Scenarios
10.2.1
Scenario 1: Group Processing
10.2.1.1
Setup
10.2.1.2
Results
10.2.2
Scenario 2: Group Processing
10.2.2.1
Setup
10.2.2.2
Results
10.2.3
Scenario 3: Group Processing
10.2.3.1
Setup
10.2.3.2
Results
10.2.4
Scenario 4: Group Processing with Higher Level Overrides
10.2.4.1
Setup
10.2.4.2
Results
10.2.5
Scenario 5: Group Processing with First Response
10.2.5.1
Setup
10.2.5.2
Results
10.3
Hierarchical Processing Scenarios
10.3.1
Scenario 6: Hierarchical Processing
10.3.1.1
Setup
10.3.1.2
Results
10.3.2
Scenario 7: Hierarchical Processing
10.3.2.1
Setup
10.3.2.2
Results
10.3.2.3
Scenario 8: Hierarchical Processing with Higher Level Overrides
10.3.2.4
Setup
10.3.2.5
Results
11
Delegating Workflow
11.1
Workflow Delegation Overview
11.1.1
Predefined Delegate Lists
11.1.2
Workflow Delegation Security
11.1.3
Workflow Delegation Monitoring
11.2
Configuring Workflow Delegation (Administrators Only)
11.2.1
Configuring Workflow Delegation Security
11.2.2
Application Security
11.2.3
Processing Option Security
11.2.4
Hyper Exit Security
11.2.5
Setting Workflow Delegation Processing Options
11.2.6
Creating a Predefined Delegate List
11.2.6.1
To create a predefined delegate list
11.2.7
Creating Workflow Delegation Records for Workflow Users
11.2.7.1
To create a workflow delegation record for a workflow user
11.3
Delegating Workflow Processes
11.3.1
Creating a Workflow Delegation Record
11.3.1.1
To create a workflow delegation record
11.3.2
Activating or Disabling a Workflow Delegation Record
11.3.2.1
To activate or disable a workflow delegation record
11.3.3
Modifying a Workflow Delegation Record
11.3.3.1
To modify a workflow delegation record
11.3.4
Deleting a Workflow Delegation Record
11.4
Monitoring and Reassigning Active Workflow Tasks
11.4.1
Overview
11.4.2
Monitoring and Reassigning Active Workflow Tasks (Workflow Administrators)
11.4.2.1
To monitor active workflow tasks
11.4.2.2
To reassign active workflow tasks
11.4.3
Monitoring and Reassigning Active Workflow Tasks (Workflow Users)
11.4.3.1
To monitor active workflow tasks
11.4.3.2
To reassign active workflow tasks
12
Administrative Tasks
12.1
Understanding Administrative Tasks
12.2
Monitoring Process Tasks
12.2.1
Understanding Process Task Monitor
12.2.1.1
Review a Process Status
12.2.1.2
Terminate, Suspend, or Resume an Instance of a Process
12.2.1.3
Review Attachments to a Task
12.2.1.4
Overriding the Message Approval Process
12.2.2
Reviewing a Process Status
12.2.3
Terminating, Suspending, or Resuming an Instance of a Process
12.2.4
Reviewing Attachments to a Task
12.2.5
Overriding the Message Approval Process
12.3
Changing Queue Security
12.3.1
Understanding Queue Security
12.3.1.1
Specify the Queues that a User Can View
12.3.1.2
Change Public Security
12.3.2
Specifying the Queues that a User Can View
12.3.3
Changing Public Security
12.4
Activating the Escalation Monitor
12.4.1
Understanding the Escalation Monitor
12.4.2
Manually Starting the Escalation Monitor
12.5
Setting Up Workflow Delegation
12.6
Analyzing JD Edwards EnterpriseOne Workflow Processes
12.6.1
Understanding How to Analyze a JD Edwards EnterpriseOne Workflow Process
12.6.2
Analyzing a Process
12.7
Printing Process Instance Reports
12.7.1
Understanding Printing Process Instance Reports
12.7.2
Printing Process Instance Reports
12.8
Purging JD Edwards EnterpriseOne Workflow Data Files
12.8.1
Understanding the Purge Process
12.8.2
Purging Completed JD Edwards EnterpriseOne Workflow Tasks
12.8.3
Purging Completed JD Edwards EnterpriseOne Workflow Process Instances
12.9
Transferring JD Edwards EnterpriseOne Workflow Processes
12.9.1
Understanding JD Edwards EnterpriseOne Workflow Process Transfers
A
JD Edwards EnterpriseOne Workflow Processes Developed Before Release 8.94
A.1
Understanding JD Edwards Workflow Processes Developed Before Release 8.94
A.2
Workflow Message Recipients
A.2.1
Using JD Edwards EnterpriseOne Workflow Message Recipients
A.2.1.1
Recipient Address Only
A.2.1.2
Structure Type Only
A.2.1.3
Recipient Address and Structure Type
A.2.2
Configuring a Message Task
A.2.3
Understanding Escalation Rules
A.2.4
Adding Escalation Rules to a Message Task
A.2.5
Roles
A.2.6
Understanding Recipient Conditions
A.2.6.1
Example: Using Recipient Conditions
A.2.6.2
Adding a Recipient Condition
B
System Functions in JD Edwards EnterpriseOne Workflow
B.1
Send Message Extended
B.1.1
Additional Notes
Glossary
Index
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